IVE icon

iShares S&P 500 Value ETF
IVE

Overview Fund Activity

1,118 hedge funds and large institutions have $16.9B invested in iShares S&P 500 Value ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 323 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+6
Holders Change %
+0.54%
% of All Funds
17.89%
Holding in Top 10
95
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.41%
% of All Funds
1.52%
New
102
Increased
323
Reduced
464
Closed
64
Calls
$23M
Puts
$2.73M
Net Calls
+$20.3M
Net Calls Change
+$3.2M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$137M
2
Bank of America
Bank of America
North Carolina
+$39.4M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$28.6M
4
SS
Simplicity Solutions
Minnesota
+$17.8M
5
Goldman Sachs
Goldman Sachs
New York
+$15.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$479M
2
HNB
Huntington National Bank
Ohio
-$129M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$109M
4
Wells Fargo
Wells Fargo
California
-$64.2M
5
Truist Financial
Truist Financial
North Carolina
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
576
PACK Private Wealth
Minnesota
$908K -$22.9K -151 -2%
ACIM
577
Azimuth Capital Investment Management
Michigan
$894K -$138K -910 -13%
LPAM
578
Lodestar Private Asset Management
California
$890K -$54.9K -362 -6%
TFO
579
Tarbox Family Office
California
$881K – – –
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$880K -$26.3K -173 -3%
AT
581
American Trust
Kentucky
$879K +$15.3K +101 +2%
SG
582
StoneX Group
New York
$869K +$81.5K +537 +10%
FPCG
583
Forum Private Client Group
Indiana
$864K -$56.6K -373 -6%
BF
584
Blankinship & Foster
California
$859K -$93.5K -616 -10%
ICG
585
InterOcean Capital Group
Tennessee
$857K +$70.3K +463 +9%
CPSC
586
Carl P. Sherr & Co
Massachusetts
$856K – – –
LWANC
587
Laurel Wealth Advisors (North Carolina)
North Carolina
$854K +$455 +3 +0.1%
QCG
588
Quadrant Capital Group
Ohio
$846K – – –
EAM
589
Evanson Asset Management
California
$843K +$304 +2 +0%
FWTB
590
First Western Trust Bank
Colorado
$843K – – –
HR
591
Hardy Reed
Mississippi
$839K -$100K -659 -11%
HCM
592
Highview Capital Management
Illinois
$839K – – –
CAC
593
Certified Advisory Corp
Florida
$839K +$10.3K +68 +1%
Wolverine Trading
594
Wolverine Trading
Illinois
$836K -$159K -1,061 -16%
MCCA
595
Mill Creek Capital Advisors
Pennsylvania
$835K – – –
PAMG
596
Patton Albertson Miller Group
Tennessee
$833K +$152 +1 +0%
NSB
597
Norway Savings Bank
Maine
$824K -$48.3K -318 -6%
CB
598
Community Bank
New York
$821K -$46.7K -308 -5%
AWA
599
Arete Wealth Advisors
Illinois
$814K +$130K +859 +19%
FPAS
600
Focus Partners Advisor Solutions
Missouri
$812K -$5.76M -37,937 -88%
22 23
24
25 26